Finblick
Salesforce Accounting, Quote and E-Invoice Management
By Cloudwharf GmbH
- Rating
- 5.0
- Reviews
- 7
- Pricing
- Paid
- From €9 per user per month
- Listed since
- 2025
About Finblick
Automate and manage e-invoices, quotes, financial documents in Salesforce.
TRANSFORM SALESFORCE INTO A POWERFUL FINANCIAL HUB
Bridging the gap between sales and finance is vital for growth. Finblick is a comprehensive, native accounting and invoice management solution that makes your CRM the single source of truth. By eliminating manual data entry and disjointed systems, we help you accelerate cash flow and ensure compliance.
END-TO-END FINANCIAL AUTOMATION: Manage complex financial operations without ever leaving Salesforce.
QUOTE-TO-CASH: Automate and dispatch customized quotes, orders, invoices, and credit notes.
ENTERPRISE SCALABILITY: Seamlessly manage multi-entity and multi-currency setups within a single org.
E-INVOICING & SELF-BILLING: Stay compliant with modern e-invoicing standards and automate partner self-billing.
BANKING & PAYMENTS: Sync bank accounts to your CRM and effortlessly collect payments via SEPA direct debit.
TAX & DATEV INTEGRATION: Automate tax rules, cost center management, and transfer data flawlessly to DATEV.
Ready to streamline your financial operations? Start your free trial today, or reach out to our billing experts to discover how Finblick can be customized to fit your needs.
Highlights
- Quote, Order, Invoice & Credit Note Management Manage the full document lifecycle in Salesforce and streamline accounting in Salesforce from quotes through invoices and credit notes.
- Customizable Financial Documents Design and automate branded financial documents with a flexible invoice management app supporting invoices, quotes, and credit notes.
- Multi-Entity & Multi-Currency Support Operate globally with Salesforce accounting software supporting multi-entity, multi-currency, and multi-organization setups.
- Tax Rules & Cost Center Automation Ensure compliant financial workflows with Salesforce for accounting, including automated VAT rules and cost center allocation.
- Real-Time Invoice Tracking Track invoice status, payments, and outstanding balances in real time with Salesforce invoices visibility.
- Automated Invoicing Workflows Automate invoice creation, sending, and processing in Salesforce using Salesforce invoicing workflows.
- Invoice Creation & Management Create and manage invoices directly in Salesforce with full lifecycle control using invoice Salesforce functionality.
- End-to-End Invoice Processing Handle complete document flows including invoices, credit notes, and corrections with invoices for Salesforce.
- Payment & Billing Operations Support billing operations with SEPA Direct Debit, bank integration, and DATEV sync using Salesforce payment processing workflow.
Screenshots and videos
Pricing
Paid, from €9 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Finblick View-Only User (Monthly) | €9 per user | Monthly | 30 days |
| Finblick View-Only User (Yearly) | €96 per user | Yearly | 30 days |
| Finblick Sales User (Monthly) | €23 per user | Monthly | 30 days |
| Finblick Sales User (Yearly) | €240 per user | Yearly | 30 days |
| Finblick Finance User (Monthly) | €39 per user | Monthly | 30 days |
| Finblick Finance User (Yearly) | €420 per user | Yearly | 30 days |
| DATEV Integration | €29 per company | Monthly | 30 days |
| Banking Integration | €29 per company | Monthly | 30 days |
| Multi-Tenancy | €29 per company | Monthly | 30 days |
| SEPA Direct Debit | €29 per company | Monthly | 30 days |
https://finblick.com/finblick-pricing/
The publisher offers discounts.
Compatibility
- Works with
- Service Cloud
- Experience Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on October 16, 2024
- Industries
- Horizontal Product
- Languages
- English
- German